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The contacts list

Last updated: October 16, 2026

What it does

Contacts is one table of everyone you deal with, customers and vendors alike. It has the columns below.

ColumnWhat it shows
NameThe contact’s name
TypePerson or organisation
EmailThe contact’s email
PhoneThe contact’s phone, in the format for your organisation’s country
CompanyFor a person, the company they work for
Primary ContactFor an organisation, the person you deal with
ReferenceYour own reference for the contact
Shipping AddressWhere you ship to
Billing AddressThe address you send bills to
Created AtWhen the contact was created
Created ByWho created it
Updated AtWhen it was last changed
Updated ByWho last changed it

The built-in views are All, People and Organisations. All shows everything. People shows individuals. Organisations shows companies. The search box filters by Type, Tags, Created or Company.

Ticked rows bring up a bar at the top of the list. Bulk actions on contacts lists what it does. The Actions menu beside Create Contact holds Import and Export where your role allows them.

A saved view keeps the filters, search, sort and columns it was saved with. Work boards and tasks covers filters, saved views and selecting rows.

When you search or sort, the link in the address bar changes with you. Copy it to keep this list or send it to someone. More contacts load as you scroll to the foot of the table. A copied link opens at the top of the list, however far you scrolled.

The CRM and Contacts tabs are at the top of the page. The CRM tab shows only a Coming Soon message.

Before you start

Phone numbers show in the format for your organisation’s country. If you switch organisations, a foreign number can look different.

You can keep up to 50 saved views of your own on each list.

How to use it

  1. Open Contacts from the sidebar.
  2. Select the view’s name at the left of the list’s toolbar, then choose All, People or Organisations.
  3. Search or sort to find the contact you want.
  4. Select the row to open it, or select Create Contact at the top right to add one.

The Create Contact button and the usage banner show on the Contacts tab only.

  • Creating a contact: Add a person or an organisation as a contact, with names, email, phone, currency and two addresses.
  • The contact page, editing and deleting: Open a contact’s page for its details, addresses, linked company or primary contact, media and tags, then change it with Edit or delete it via Trash.
  • Contact locations: List the sites an organisation contact trades from, with an address, a status and linked people for each.
  • Bulk actions on contacts: Tick contacts in the list, or every contact a filter matches, then change their company or currency, tag them or delete them together.
  • Importing and exporting contacts: Import people and organisations from a spreadsheet, and their locations as a file of their own, or export either as a CSV an import reads back.

Changes